Alternative Equities

Amplifying equity investing in innovative client solutions

Our alternative equity capabilities combine our deep history of active management with innovative product structures that today’s investors demand. We manage specialized equity strategies including growth equities seeking to deliver enhanced returns and long/short strategies targeting consistent absolute returns regardless of market direction.

Insights


Quick View: What to glean from Big Tech’s Q1 earnings

The latest quarterly earnings results from Big Tech companies reveal that AI is showing up in growth, not just CapEx spending.

The agentic era broadens AI’s tailwinds

AI is proving to be a tailwind for technology segments that had previously not been seen as direct beneficiaries.

Don’t underestimate the durability of the AI theme

Demand for artificial intelligence (AI) compute is still running well ahead of supply despite recent capacity additions.

Institutional Insights


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